Deep Dive overview

Deep Dive is an AI research assistant that reads US municipal disclosure documents and answers credit questions with page-level citations. Research happens inside a session, a multi-turn conversation scoped to one CUSIP or obligor. The agent pulls every disclosure we have for that obligor, reasons over them, and replies with answers that link back to the pages it relied on.

When to use it

First read on a credit you’ve never looked at: get an obligor summary, outstanding debt structure, and recent disclosures in a few minutes.
Specific question (“What is the debt service coverage on the senior lien?”) that would otherwise mean grepping through hundreds of pages of OS.
Multi-year comparison of audited financials or material event notices for the same entity.
Memo draft: ask the agent to draft a section and edit from there.

It is not a replacement for a credit analyst. It removes the document wrangling so your time goes into judgment.

How it works

Start a session by entering a CUSIP or obligor name in the sidebar.
The platform attaches the relevant disclosure documents (official statements, annual disclosures, material event notices, audited financials) from our database. Use document filters to narrow or expand the set.
Ask a question, free-form or via /run-prompt against a saved prompt template.
The agent retrieves passages, drafts an answer, and shows which pages it cited.
Ask follow-ups, change the filters, attach extra files, or branch into a new session.

Where to enter

A session can be started from several places:

The Deep Dive sidebar item. Type a CUSIP or entity name and submit.
A Security page. Uses that CUSIP.
A document in the File viewer. Pre-scopes the session to that document.
A Surveillance event. Pre-scopes to the event’s documents and years-back setting.

​When to use it

​How it works

​Where to enter

​See also

When to use it

How it works

Where to enter

See also